-51.2%
BIDU vs RY
+354.4%
-405.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.3% | -3.1% |
| 7D | +3.6% | -0.6% | +4.1% | +3.9% |
| 30D | -6.6% | +6.1% | -12.7% | -10.4% |
| 3M | -27.2% | -3.4% | -23.8% | -25.6% |
| 6M | -43.5% | +12.8% | -56.3% | -48.3% |
| YTD | -39.0% | +21.0% | -60.0% | -46.7% |
| 1Y | -39.8% | +40.5% | -80.2% | -52.5% |
| 3Y | -24.8% | +159.9% | -184.6% | -62.2% |
| 5Y | -50.7% | +125.0% | -175.6% | -72.4% |
| 10Y | -51.2% | +350.6% | -401.8% | -79.9% |
| All | -51.2% | +354.4% | -405.6% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling